MCM Educational Investment Seminars

Mainstay Capital Management offers free seminars that cover a range of retirement and investing topics. If you would like to request a seminar at your location or an interactive online seminar, simply complete the electronic form below or call us toll-free at 1-866-444-6246.

Sample Topics for a Seminar

  • Strategies for managing your 401(k) and other investments

  • Managing investment portfolio risk in today's volatile financial markets


  • Lessons from the Madoff Scandal

  • Evaluating a buyout - When can I retire?

  • How to "recession-proof" your portfolio

  • Current investment opportunities and risks

  • Protecting and growing retirement assets

  • Important tax changes that affect your 401(k) and IRAs

  • Roth 401(k) versus Traditional 401(k)

  • Five costly investment mistakes

  • Tactical asset allocation

  • What to do with your company stock

  • Common investment mistakes and how to avoid them

  • Should you consider a Rollover IRA

  • Managing investments in retirement - preserving your nest egg

  • Taking distributions: Age 55 separation, Age 59½, SEPP, Age 70½ RMD

  • Financial markets outlook

  • Investment strategies for a bear market
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